|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.13B
|
+$191M
|
+7,786,701
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.14B
|
+$353M
|
+14,417,828
|
+45%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$735M
|
+$450M
|
+18,386,128
|
+160%
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$508M
|
-$11M
|
-448,932
|
-2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$450M
|
+$21.1M
|
+861,399
|
+5%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$93.7M
|
+$4.82M
|
+196,840
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67.5M
|
-$4.81M
|
-196,502
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$64.7M
|
+$5.07M
|
+206,888
|
+9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$62M
|
+$4.82M
|
+196,975
|
+8%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$46.5M
|
+$46.3M
|
+1,890,200
|
New
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$46.1M
|
+$1.41M
|
+57,553
|
+3%
|
|
|
12
|
|
$44.9M
|
+$1.33M
|
+54,393
|
+3%
|
|
|
13
|
|
$35.8M
|
+$6.92M
|
+282,533
|
+24%
|
|
|
14
|
|
$33.9M
|
–
|
–
|
–
|
|
|
15
|
Park Avenue Securities
New York
|
$32.4M
|
+$4.12M
|
+168,303
|
+15%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.7M
|
+$6.9M
|
+281,540
|
+28%
|
|
|
17
|
Relative Value Partners Group
|
$29.5M
|
-$217K
|
-8,849
|
-0.7%
|
|
|
18
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$25.7M
|
+$14.8M
|
+606,157
|
+2,555%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$25.4M
|
+$6.22M
|
+253,884
|
+33%
|
|
|
20
|
Allianz Asset Management
Munich,
Germany
|
$15.1M
|
+$5.39M
|
+220,173
|
+56%
|
|
|
21
|
Cadinha & Co
Honolulu,
Hawaii
|
$13.5M
|
-$181K
|
-7,383
|
-1%
|
|
|
22
|
Cambridge Associates
Boston,
Massachusetts
|
$11.5M
|
+$1.4M
|
+57,082
|
+14%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.7M
|
+$706K
|
+28,837
|
+7%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10M
|
+$1.03M
|
+41,989
|
+11%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.48M
|
+$2.09M
|
+85,157
|
+28%
|
|
